Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
TraditionalDB
401k
401k
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHAEFFER MANUFACTURING COMPANY RETIREMENT PLAN | TraditionalDB | $17.0M | 89 | 2025 | |
| 002 | SCHAEFFER MANUFACTURING COMPANY SALESREP EMPLOYEES 401K PLAN | 401k | $14.0M | 44 | 2024 | |
| 003 | SCHAEFFER MANUFACTURING COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | 401k | $9.4M | 163 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCHAEFFER MANUFACTURING COMPANY CAFETERIA PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $27K | 124 | 2025 |